AX 2.0 - Facebook Lead Ads Integration (2023)

Learn how to map Facebook lead form data fields and connect your Facebook lead form submissions to a workflow that automatically sends nurture text messages and emails.

The video below walks through how to Map Facebook Fields and connect your Facebook Form submission to the Paid Ads Lead Nurture workflow for automated follow-up.

Step 1: Map Facebook Lead Form Fields: https://help.aesthetixcrm.com/en/articles/486-how-to-use-facebook-map-fields

Step 2: Duplicate Paid Ads Lead Nurture - Template workflow: https://help.aesthetixcrm.com/en/articles/404-how-to-duplicate-or-copy-a-workflow

Step 3: Edit the Workflow

  • Trigger: Select Facebook Lead Form Submitted, Add Filter for In Form: Form Name

  • Action 1: Ads Tags: Apply unique tag for Campaign to help you filter contacts easily

  • Action 2: Select the Treatment of Interest associated with the campaign. This value will be personalized in the email and text message follow-up communications.

  • Action 3: Update the Opportunity Value based on the price of the treatment. This value will be automatically assigned to the Opportunity in the Pipeline for improved sales reporting.

Step 4: Publish & Save Workflow

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